Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Lump Sum Windows: It's in the Details (PDF)
Milliman Jan. 2, 2014 "A one-time lump-sum cash-out opportunity offers many advantages to both participants and plan sponsors ... [P]ractical administrative issues to look at to ensure that the final results match your company's business goals: [1] Condition of data; [2] 'Missing' participants; [3] Choosing the optimal lump-sum window; [4] Milestones and other deadlines; [5] Participant communications; [6] Expectations and definition of success; [7] Activity after window is closed." |
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